The Estate of The Union Season 2|Episode 6 is out now!
The Estate of The Union Season 2|Episode 6 is out now! In the latest episode of Estate of the Union, Brad Wiewel is joined by
February 15, 2023
Naming a Secondary Beneficiary is critical
Naming secondary beneficiaries can help estate planners avoid the delay and costs of going through probate, as well as ensure that your wishes are carried out.
February 10, 2023
Which Bills are Paid by Estate and which by Beneficiaries?
If you’re set to inherit, you may be wondering what estate expenses are paid by the beneficiary. The answer can depend on what assets are passed on to you when a family member or loved one passes away.
January 24, 2023
The Estate of The Union Season 2|Episode 5 is out now!
The Estate of The Union Season 2|Episode 5 is out now! Happy New Year! To kick off the first episode of 2023, host Brad Wiewel,
January 12, 2023
A Joint and Survivor Annuity is an Option
A joint and survivor annuity provides lifetime income payments for an annuity owner and their survivor. You contribute a lump sum of money to the joint and survivor annuity and can usually start receiving income almost immediately.
January 10, 2023
Preparing an Estate Inventory is Critical
One of the essential steps in the probate process is filing an inventory of all the assets that are part of the estate.
January 9, 2023
Avoid Leaving Residual Assets Behind
In simple terms, a residuary estate is any part of your estate that hasn’t been distributed to your heirs through a last will and testament.
January 4, 2023
Benefits and Drawbacks of Family Limited Partnerships
You don’t have to be ultra-wealthy for a family limited partnership to make sense.
January 3, 2023
Young Professionals Need Estate Planning
Physicians may deal with life and death issues every day. However, few may want to think about the eventuality of their own end.
December 28, 2022
Add Safeguards to Protect Heirs
Succession planning involves accounting for the worst-case scenario. Without accounting for these risks, your plan could fail, require expensive litigation or jeopardize the family farm.
December 20, 2022